-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, UQs2E7mRGKO4ek1Xgq7zwT+cvG7EjJYJDMxWFopdHrnmZxX9xgGHlWmVcr3pkgLS qLI7STmClzLTH+PgqJnwDQ== 0000909518-07-000129.txt : 20070214 0000909518-07-000129.hdr.sgml : 20070214 20070214164757 ACCESSION NUMBER: 0000909518-07-000129 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20070214 DATE AS OF CHANGE: 20070214 GROUP MEMBERS: BRUCE R. EVANS GROUP MEMBERS: E. ROE STAMPS, IV GROUP MEMBERS: GREGORY M. AVIS GROUP MEMBERS: JOSEPH F. TRUSTEY GROUP MEMBERS: KEVIN P. MOHAN GROUP MEMBERS: MARTIN J. MANNION GROUP MEMBERS: PETER Y. CHUNG GROUP MEMBERS: SCOTT C. COLLINS GROUP MEMBERS: STEPHEN G. WOODSUM GROUP MEMBERS: SUMMIT INVESTORS VI, L.P. GROUP MEMBERS: SUMMIT PARTNERS VI (GP), L.P. GROUP MEMBERS: SUMMIT PARTNERS VI (GP), LLC GROUP MEMBERS: SUMMIT VENTURES VI-A, L.P. GROUP MEMBERS: SUMMIT VENTURES VI-B, L.P. GROUP MEMBERS: SUMMIT VI ADVISORS FUND, L.P. GROUP MEMBERS: SUMMIT VI ENTREPRENEURS FUND, L.P. GROUP MEMBERS: THOMAS S. ROBERTS GROUP MEMBERS: WALTER G. KORTSCHAK SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: optionsXpress Holdings, Inc. CENTRAL INDEX KEY: 0001299688 STANDARD INDUSTRIAL CLASSIFICATION: SECURITY BROKERS, DEALERS & FLOTATION COMPANIES [6211] IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-81531 FILM NUMBER: 07621771 BUSINESS ADDRESS: STREET 1: 39 SOUTH LASALLE STREET STREET 2: SUITE 220 CITY: CHICAGO STATE: IL ZIP: 60603 BUSINESS PHONE: 312-630-3300 MAIL ADDRESS: STREET 1: 39 SOUTH LASALLE STREET STREET 2: SUITE 220 CITY: CHICAGO STATE: IL ZIP: 60603 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: SUMMIT PARTNERS L P CENTRAL INDEX KEY: 0000830588 IRS NUMBER: 043478657 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: 222 BERKELEY STREET STREET 2: 18TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 6178241094 MAIL ADDRESS: STREET 1: 222 BERKELEY STREET STREET 2: 18TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 SC 13G/A 1 optionxpress02-1307_sc13ga1.txt AMEND. NO. 1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 1 )* optionsXpress Holdings, Inc. ------------------------------------------------------------------------ (Name of Issuer) Common Stock, $0.0001 par value ------------------------------------------------------------------------ (Title of Class of Securities) 684010101 ------------------------------ (CUSIP Number) December 31, 2006 ------------------------------------------------------------------------ (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [_] Rule 13d-1(b) [_] Rule 13d-1(c) [X] Rule 13d-1(d) *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). Page 1 of 40 Pages - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 2 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Summit Partners, L.P. - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware limited partnership - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * PN - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 3 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Summit Partners VI (GP), LLC - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware limited liability company - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * CO - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 4 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Summit Partners VI (GP), L.P. - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware limited partnership - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * PN - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 5 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Summit Ventures VI-A, L.P. - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware limited partnership - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * PN - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 6 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Summit Ventures VI-B, L.P. - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware limited partnership - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * PN - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 7 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Summit VI Advisors Fund, L.P. - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware limited partnership - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * PN - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 8 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Summit VI Entrepreneurs Fund, L.P. - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware limited partnership - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * PN - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 9 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Summit Investors VI, L.P. - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware limited partnership - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * PN - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 10 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) E. Roe Stamps, IV - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S.A. - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * IN - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 11 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Stephen G. Woodsum - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S.A. - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * IN - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 12 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Gregory M. Avis - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S.A. - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * IN - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 13 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Martin J. Mannion - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S.A. - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * IN - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 14 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Walter G. Kortschak - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S.A. - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * IN - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 15 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Bruce R. Evans - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S.A. - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * IN - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 16 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Thomas S. Roberts - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S.A. - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * IN - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 17 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Joseph F. Trustey - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S.A. - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * IN - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 18 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Kevin P. Mohan - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S.A. - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * IN - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 19 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Peter Y. Chung - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S.A. - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * IN - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! - --------------------------- --------------------------- CUSIP NO. 684010101 13G PAGE 20 OF 40 PAGES - --------------------------- --------------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Scott C. Collins - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S.A. - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 0 shares NUMBER OF ---------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 shares EACH ---------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 shares ---------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 shares - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 shares - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON * IN - ------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT! Schedule 13G ------------ Item 1(a). Name of Issuer: optionsXpress Holdings, Inc. Item 1(b). Address of Issuer's Principal Executive Offices: 39 South LaSalle Street; Suite 220; Chicago, IL, 60603 Item 2(a). Names of Persons Filing: Summit Partners, L.P., Summit Partners VI (GP), LLC, Summit Partners VI (GP), L.P., Summit Ventures VI-A, L.P., Summit Ventures VI-B, L.P., Summit VI Advisors Fund, L.P., Summit VI Entrepreneurs Fund, L.P., and Summit Investors VI, L.P. Messrs. E. Roe Stamps, IV, Stephen G. Woodsum, Gregory M. Avis, Martin J. Mannion, Walter G. Kortschak, Bruce R. Evans, Thomas S. Roberts, Joseph F. Trustey, Kevin P. Mohan, Peter Y. Chung and Scott C. Collins. Summit Partners, L.P. is the managing member of Summit Partners VI (GP), LLC, which is the sole general partner of Summit Partners VI (GP), L.P., which is the sole general partner of each of Summit Ventures VI-A, L.P., Summit Ventures VI-B, L.P., Summit VI Advisors Fund, L.P., Summit VI Entrepreneurs Fund, L.P., and Summit Investors VI, L.P. Messrs. Stamps, Woodsum, Avis, Mannion, Kortschak, Evans, Roberts, Trustey, Mohan, Chung and Collins are individual members of Summit Partners VI (GP), LLC. Item 2(b). Address of Principal Business Office or, if None, Residence: The address of the principal business office of Summit Partners, L.P., Summit Partners VI (GP), LLC, Summit Partners VI (GP), L.P., Summit Ventures VI-A, L.P., Summit Ventures VI-B, L.P., Summit VI Advisors Fund, L.P., Summit VI Entrepreneurs Fund, L.P., Summit Investors VI, L.P. and Messrs. Stamps, Woodsum, Mannion, Evans, Roberts, Trustey and Mohan is Summit Partners, 222 Berkeley Street, 18th Floor, Boston, Massachusetts 02116. The address of the principal business office of Messrs. Avis, Kortschak, and Chung is Summit Partners, 499 Hamilton Avenue, Palo Alto, California 94301. The address of the principal business office of Mr. Collins is Summit Partners Limited, Berkeley Square House, 8th Floor, Berkeley Square, London W1J 6DB, United Kingdom. Item 2(c). Citizenship: Each of Summit Partners, L.P., Summit Partners VI (GP), L.P., Summit Ventures VI-A, L.P., Summit Ventures VI-B, L.P., Summit VI Advisors Fund, L.P., Summit VI Entrepreneurs Fund, L.P., and Summit Investors VI, L.P. is a limited partnership organized under the laws of the State of Delaware. Summit Partners VI (GP), LLC is a limited liability company organized under the laws of the State of Delaware. Each of Messrs. Stamps, Woodsum, Avis, Mannion, Kortschak, Evans, Roberts, Trustey, Mohan, Chung and Collins is a United States citizen. Item 2(d). Title of Class of Securities: Common Stock, $0.0001 par value Page 21 of 40 Pages Item 2(e). CUSIP Number: 684010101 Item 3. If this statement is filed pursuant to Rules 13d-1(b), or 13d-2(b) or (c), check whether the person filing is a: Not Applicable. Item 4. Ownership. (a) Amount Beneficially Owned: Each of Summit Partners, L.P., Summit Partners VI (GP), LLC, Summit Partners VI (GP), L.P., Summit Ventures VI-A, L.P., Summit Ventures VI-B, L.P., Summit VI Advisors Fund, L.P., Summit VI Entrepreneurs Fund, L.P., and Summit Investors VI, L.P. (individually an "Entity" and collectively the "Entities") may be deemed to own beneficially 0 shares of Common Stock as of December 31, 2006. Each of Messrs. Stamps, Woodsum, Avis, Mannion, Kortschak, Evans, Roberts, Trustey, Mohan, Chung and Collins may be deemed to own beneficially 0 shares of Common Stock as of December 31, 2006 (b) Percent of Class: Summit Partners, L.P. : 0% Summit Partners VI (GP), LLC: 0% Summit Partners VI (GP), L.P.: 0% Summit Ventures VI-A, L.P.: 0% Summit Ventures VI-B, L.P.: 0% Summit VI Advisors Fund, L.P.: 0% Summit VI Entrepreneurs Fund, L.P.: 0% Summit Investors VI, L.P.: 0% E. Roe Stamps, IV: 0% Stephen G. Woodsum: 0% Gregory M. Avis: 0% Martin J. Mannion: 0% Walter G. Kortschak: 0% Bruce R. Evans: 0% Thomas S. Roberts: 0% Joseph F. Trustey: 0% Kevin P. Mohan: 0% Peter Y. Chung: 0% Scott C. Collins: 0% The foregoing percentages are calculated based on the 62,382,961 shares of Common Stock reported to be outstanding in a Quarterly Report on Form 10-Q for optionsXpress Holdings, Inc. for the quarterly period ended September 30, 2006. Page 22 of 40 Pages (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote: 0 shares for each reporting person (ii) shared power to vote or to direct the vote: 0 shares for each reporting person (iii) sole power to dispose or direct the disposition of: 0 shares for each reporting person (iv) shared power to dispose or direct the disposition of: 0 shares for each reporting person Item 5. Ownership of Five Percent or Less of a Class. Not Applicable Item 6. Ownership of More than Five Percent on Behalf of Another Person. Not Applicable. Item 7. Identification and Classification of the Subsidiary which Acquired the Security Being Reported on By the Parent Holding Company. Not Applicable. Item 8. Identification and Classification of Members of the Group. Not Applicable. The reporting persons expressly disclaim membership in a "group" as used in 13d-1(b)(1)(ii)(J). Item 9. Notice of Dissolution of Group. Not Applicable. Item 10. Certification. Not Applicable. This statement on Schedule 13G is not filed pursuant to Rule 13d-1(b) or Rule 13d-1(c). Page 23 of 40 Pages SIGNATURES ---------- After reasonable inquiry and to the best of our knowledge and belief, we certify that the information set forth in this statement is true, complete and correct. We also hereby agree to file this statement jointly pursuant to the Agreement listed on Exhibit 1 hereto. Dated: February __, 2007. SUMMIT PARTNERS, L.P. SUMMIT PARTNERS VI (GP), LLC By: Summit Master Company, LLC By: Summit Partners, L.P. By: * By: Summit Master Company, LLC ----------------------------- Member By: * ----------------------------- Member SUMMIT PARTNERS VI (GP), L.P. SUMMIT VENTURES VI-A, L.P. By: Summit Partners VI (GP), LLC By: Summit Partners VI (GP), L.P. By: Summit Partners, L.P. By: Summit Partners VI (GP), LLC By: Summit Master Company, LLC By: Summit Partners, L.P. By: * By: Summit Master Company, LLC ----------------------------- Member By: * ----------------------------- Member SUMMIT VENTURES VI-B, L.P. SUMMIT VI ADVISORS FUND, L.P. By: Summit Partners VI (GP), L.P. By: Summit Partners VI (GP), L.P. By: Summit Partners VI (GP), LLC By: Summit Partners VI (GP), LLC By: Summit Partners, L.P. By: Summit Partners, L.P. By: Summit Master Company, LLC By: Summit Master Company, LLC By: * By: * ----------------------------- ----------------------------- Member Member Page 24 of 40 Pages SUMMIT VI ENTREPRENEURS FUND, L.P. SUMMIT INVESTORS VI, L.P. By: Summit Partners VI (GP), L.P. By: Summit Partners VI (GP), L.P. By: Summit Partners VI (GP), LLC By: Summit Partners VI (GP), LLC By: Summit Partners, L.P. By: Summit Partners, L.P. By: Summit Master Company, LLC By: Summit Master Company, LLC By: * By: * ----------------------------- ----------------------------- Member Member *By: ----------------------------- Robin W. Devereux Power of Attorney for Walter G. Kortschak - -------------------------------------------------------------------------------- * Pursuant to Powers of Attorney on file with the Commission, which Powers of Attorney are incorporated herein by reference. Copies of such Powers of Attorney are attached hereto as Exhibit 2. Page 25 of 40 Pages Exhibit 1 --------- AGREEMENT Pursuant to Rule 13d-1(k)(1) under the Securities Exchange Act of 1934, the undersigned hereby agree that only one statement containing the information required by Schedule 13G need be filed with respect to the ownership by each of the undersigned of shares of optionsXpress Holdings, Inc. This agreement may be executed in any number of counterparts, each of which shall be deemed an original. EXECUTED this __th day of February, 2007. SUMMIT PARTNERS, L.P. SUMMIT PARTNERS VI (GP), LLC By: Summit Master Company, LLC By: Summit Partners, L.P. By: * By: Summit Master Company, LLC ----------------------------- Member By: * ----------------------------- Member SUMMIT PARTNERS VI (GP), L.P. SUMMIT VENTURES VI-A, L.P. By: Summit Partners VI (GP), LLC By: Summit Partners VI (GP), L.P. By: Summit Partners, L.P. By: Summit Partners VI (GP), LLC By: Summit Master Company, LLC By: Summit Partners, L.P. By: * By: Summit Master Company, LLC ----------------------------- Member By: * ----------------------------- Member SUMMIT VENTURES VI-B, L.P. SUMMIT VI ADVISORS FUND, L.P. By: Summit Partners VI (GP), L.P. By: Summit Partners VI (GP), L.P. By: Summit Partners VI (GP), LLC By: Summit Partners VI (GP), LLC By: Summit Partners, L.P. By: Summit Partners, L.P. By: Summit Master Company, LLC By: Summit Master Company, LLC By: * By: * ----------------------------- ----------------------------- Member Member Page 26 of 40 Pages SUMMIT VI ENTREPRENEURS FUND, L.P. SUMMIT INVESTORS VI, L.P. By: Summit Partners VI (GP), L.P. By: Summit Partners VI (GP), L.P. By: Summit Partners VI (GP), LLC By: Summit Partners VI (GP), LLC By: Summit Partners, L.P. By: Summit Partners, L.P. By: Summit Master Company, LLC By: Summit Master Company, LLC By: * By: * ----------------------------- ----------------------------- Member Member *By: ----------------------------- Robin W. Devereux Power of Attorney for Walter G. Kortschak - -------------------------------------------------------------------------------- * Pursuant to Powers of Attorney on file with the Commission, which Powers of Attorney are incorporated herein by reference. Copies of such Powers of Attorney are attached hereto as Exhibit 2. Page 27 of 40 Pages Exhibit 2 --------- POWER OF ATTORNEY KNOW ALL MEN BY THESE PRESENTS, that each person whose signature appears below hereby constitutes and appoints each and any of: E. Roe Stamps, IV, Joseph F. Trustey, Stephen G. Woodsum, Kevin P. Mohan, Gregory M. Avis, Peter Y. Chung, Martin J. Mannion, Scott C. Collins and Bruce R. Evans, Robin W. Devereux Thomas S. Roberts, Walter G. Kortschak, his true and lawful attorney-in-fact and agent, with full power of substitution and resubstitution, for him and in his name, place and stead, in any and all capacities (until revoked in writing) to sign any and all instruments, certificates and documents required to be executed on behalf of himself individually or on behalf of each or any of the entities listed on the attached Exhibit A, on matters pursuant to: (a) Sections 13 and 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and any and all regulations promulgated thereunder, and (b) any written ballot or proxy with respect to the investment securities owned by any of the foregoing, and to file the same, with all exhibits thereto, and any other documents in connection therewith, with the Securities and Exchange Commission, and with any other entity when and if such is mandated by the Exchange Act or by the By-laws of the National Association of Securities Dealers, granting unto said attorney-in-fact and agent full power and authority to do and perform each and every act and thing requisite and necessary fully to all intents and purposes as he or she might or could do in person thereby ratifying and confirming all that said attorney-in-fact and agent, or his or her substitute or substitutes, may lawfully do or cause to be done by virtue hereof. The undersigned hereby acknowledges that this Power of Attorney supercedes, revokes and terminates any power of attorney executed by the undersigned prior to the date hereof for the purposes listed above. [Exhibit A and Signature Pages Follow] Page 28 of 40 Pages POWER OF ATTORNEY EXHIBIT A - ------------------------------------------------------------------- Summit Ventures, L.P. Summit Partners Blocker, Inc. - ------------------------------------------------------------------- Summit Ventures II, L.P. Summit Partners FF Corp - ------------------------------------------------------------------- SV Eurofund, C.V. Summit Partners Holdings, L.P. - ------------------------------------------------------------------- Summit Ventures III, L.P. Summit Partners II, L.P. - ------------------------------------------------------------------- Summit Ventures IV, L.P. Summit Partners III, L.P. - ------------------------------------------------------------------- Summit Ventures V, L.P. Summit Partners IV, L.P. - ------------------------------------------------------------------- Summit V Companion Fund, L.P. Summit Partners LLC - ------------------------------------------------------------------- Summit V Advisors Fund, L.P. Summit Partners SD II, LLC - ------------------------------------------------------------------- Summit V Advisors Fund QP, L.P. Summit Partners SD, L.P. - ------------------------------------------------------------------- Summit Ventures VI-A, L.P. Summit Partners V, L.P. - ------------------------------------------------------------------- Summit Ventures VI-B, L.P. Summit Partners VI (GP), L.P. - ------------------------------------------------------------------- Summit VI Advisors Fund, L.P. Summit Partners VI (GP), LLC - ------------------------------------------------------------------- Summit VI Entrepreneurs Fund L.P. SV International, L.P. - ------------------------------------------------------------------- Summit Subordinated Debt Fund, L.P. SWC Holdings Co. - ------------------------------------------------------------------- Summit Subordinated Debt Fund Summit Investment Holdings II, L.P. Trust - ------------------------------------------------------------------- Summit Accelerator Fund, L.P. Summit Investment Holdings Trust II - ------------------------------------------------------------------- Summit Founders' Fund, L.P. Summit Investors Holdings Trust - ------------------------------------------------------------------- Summit Founders' Fund II, L.P. Summit Master Company, LLC - ------------------------------------------------------------------- Summit Accelerator Founders' Summit Partners Holding GmBh Fund, L.P. - ------------------------------------------------------------------- Summit Investors, L.P. Summit Partners Sarl - ------------------------------------------------------------------- Summit Investors II, L.P. Summit Partners, L.P. - ------------------------------------------------------------------- Summit Investors III, L.P. Summit Partners, Ltd. - ------------------------------------------------------------------- Summit Investors (SAF) IV, L.P. Summit UK Advisory LLC - ------------------------------------------------------------------- Summit Investors VI, L.P. Summit/Meditech LLC - ------------------------------------------------------------------- Summit Incentive Plan, L.P. SV VI-B Bennington Blocker Corp - ------------------------------------------------------------------- Summit Incentive Plan II, L.P. SV VI-B Bennington Holdings LP - ------------------------------------------------------------------- SP (1984), LP (f/k/a Summit SD II Bennington Blocker Corp Partners, L.P.) - ------------------------------------------------------------------- S-K Investment Corp SV VI-B Commnet Common Blocker Corp. - ------------------------------------------------------------------- Stamps, Woodsum & Co. SV VI-B Commnet Holdings, L.P. - ------------------------------------------------------------------- Stamps, Woodsum & Co. II SV VI-B Commnet Preferred Blocker Corp. - ------------------------------------------------------------------- Stamps, Woodsum & Co. III SV VI-B Eyeglass Common Blocker - ------------------------------------------------------------------- Stamps, Woodsum &Co. IV SV VI-B Eyeglass Holdings LP - ------------------------------------------------------------------- Summit Accelerator Management, SV VI-B Eyeglass Preferred LLC Blocker - ------------------------------------------------------------------- Summit Accelerator Management, LP SD II Eyeglass Holdings LP - ------------------------------------------------------------------- Summit Accelerator Partners, LLC - ------------------------------------------------------------------- Summit Accelerator Partners, LP - ------------------------------------------------------------------- Page 29 of 40 Pages IN WITNESS WHEREOF, this Power of Attorney has been signed as of the 26th day of July, 2004. /s/ E. Roe Stamps, IV ---------------------- E. Roe Stamps, IV State of Florida ) ) ss: County of Dade ) On this 26th day of July, 2004, before me personally came E. Roe Stamps, IV, known to me to be the person described and who executed the foregoing instrument that he acknowledged and executed the same. [Notary Seal] /s/ Elizabeth O'Keefe --------------------- Notary Public Page 30 of 40 Pages IN WITNESS WHEREOF, this Power of Attorney has been signed as of the 30th day of July, 2004. /s/ Stephen G. Woodsum ---------------------- Stephen G. Woodsum Commonwealth of Massachusetts ) ) ss: County of Suffolk ) On this 30th day of July, 2004, before me personally came Stephen G. Woodsum, known to me to be the person described and who executed the foregoing instrument that he acknowledged and executed the same. [Notary Seal] /s/ Cynthia R. Freedman ----------------------- Notary Public Page 31 of 40 Pages IN WITNESS WHEREOF, this Power of Attorney has been signed as of the 7th day of July, 2004. /s/ Gregory M. Avis ------------------- Gregory M. Avis State of California ) ) ss: County of San Mateo ) On this 7th day of July, 2004, before me personally came Gregory M. Avis, known to me to be the person described and who executed the foregoing instrument that he acknowledged and executed the same. [Notary Seal] /s/ Tammy Kettunen ------------------ Notary Public Page 32 of 40 Pages IN WITNESS WHEREOF, this Power of Attorney has been signed as of the 30th day of July, 2004. /s/ Martin J. Mannion --------------------- Martin J. Mannion Commonwealth of Massachusetts ) ) ss: County of Suffolk ) On this 30th day of July, 2004, before me personally came Martin J. Mannion, known to me to be the person described and who executed the foregoing instrument that he acknowledged and executed the same. [Notary Seal] /s/ Cynthia R. Freedman ----------------------- Notary Public Page 33 of 40 Pages IN WITNESS WHEREOF, this Power of Attorney has been signed as of the 10th day of August, 2004. /s/ Bruce R. Evans ------------------ Bruce R. Evans Commonwealth of Massachusetts ) ) ss: County of Suffolk ) On this 10th day of August, 2004, before me personally came Bruce R. Evans, known to me to be the person described and who executed the foregoing instrument that he acknowledged and executed the same. [Notary Seal] /s/ Cynthia R. Freedman ----------------------- Notary Public Page 34 of 40 Pages IN WITNESS WHEREOF, this Power of Attorney has been signed as of the 4th day of August, 2004. /s/ Thomas S. Roberts --------------------- Thomas S. Roberts Commonwealth of Massachusetts ) ) ss: County of Suffolk ) On this 4th day of August, 2004, before me personally came Thomas S. Roberts, known to me to be the person described and who executed the foregoing instrument that he acknowledged and executed the same. [Notary Seal] /s/ Cynthia R. Freedman ----------------------- Notary Public Page 35 of 40 Pages IN WITNESS WHEREOF, this Power of Attorney has been signed as of the 7th day of July, 2004. /s/ Walter G. Kortschak ----------------------- Walter G. Kortschak State of California ) ) ss: County of San Mateo ) On this 7th day of July, 2004, before me personally came Walter G. Kortschak, known to me to be the person described and who executed the foregoing instrument that he acknowledged and executed the same. [Notary Seal] /s/ Tammy Kettunen ------------------ Notary Public Page 36 of 40 Pages IN WITNESS WHEREOF, this Power of Attorney has been signed as of the 30th day of July, 2004. /s/ Joseph F. Trustey --------------------- Joseph F. Trustey Commonwealth of Massachusetts ) ) ss: County of Suffolk ) On this 30th day of July, 2004, before me personally came Joseph F. Trustey, known to me to be the person described and who executed the foregoing instrument that he acknowledged and executed the same. [Notary Seal] /s/ Cynthia R. Freedman ----------------------- Notary Public Page 37 of 40 Pages IN WITNESS WHEREOF, this Power of Attorney has been signed as of the 30th day of July, 2004. /s/ Kevin P. Mohan ------------------ Kevin P. Mohan Commonwealth of Massachusetts ) ) ss: County of Suffolk ) On this 30th day of July, 2004, before me personally came Kevin P. Mohan, known to me to be the person described and who executed the foregoing instrument that he acknowledged and executed the same. [Notary Seal] /s/ Cynthia R. Freedman ----------------------- Notary Public Page 38 of 40 Pages IN WITNESS WHEREOF, this Power of Attorney has been signed as of the 6th day of July, 2004. /s/ Peter Y. Chung ------------------ Peter Y. Chung State of California ) ) ss: County of San Mateo ) On this 6th day of July, 2004, before me personally came Peter Y. Chung, known to me to be the person described and who executed the foregoing instrument that he acknowledged and executed the same. [Notary Seal] /s/ Tammy Kettunen ------------------ Notary Public Page 39 of 40 Pages IN WITNESS WHEREOF, this Power of Attorney has been signed as of the 6th day of July, 2004. /s/ Scott C. Collins -------------------- Scott C. Collins Kingdom of England ) City of London ) ss: ) On this 6th day of July, 2004, before me personally came Scott C. Collins, known to me to be the person described and who executed the foregoing instrument that he acknowledged and executed the same. [Notary Seal] /s/ Edward Gardiner ------------------- Notary Public Page 40 of 40 Pages -----END PRIVACY-ENHANCED MESSAGE-----